1IA

1834 Investment Advisors Portfolio holdings

AUM $815M
1-Year Est. Return 12.59%
This Quarter Est. Return
1 Year Est. Return
+12.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$820M
AUM Growth
-$7.29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$7.39M
2
+$6.07M
3
+$3.53M
4
LEMB icon
iShares JPMorgan EM Local Currency Bond ETF
LEMB
+$2.59M
5
BAC icon
Bank of America
BAC
+$2.44M

Top Sells

1
+$9.15M
2
+$8.28M
3
+$6.52M
4
WM icon
Waste Management
WM
+$5.15M
5
AXP icon
American Express
AXP
+$4.88M

Sector Composition

1 Technology 12.19%
2 Healthcare 11.11%
3 Financials 6.54%
4 Consumer Staples 5.58%
5 Communication Services 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.4M 0.66%
55,523
-114
52
$5.2M 0.63%
39,293
+26,680
53
$5.02M 0.61%
18,307
-1,285
54
$4.63M 0.56%
23,603
+11,054
55
$4.38M 0.53%
54,653
-183
56
$4.24M 0.52%
9,443
-20,354
57
$4.1M 0.5%
198,090
-6,390
58
$4M 0.49%
13,642
-375
59
$3.91M 0.48%
185,372
-85,758
60
$3.86M 0.47%
14,220
+21
61
$3.44M 0.42%
21,954
-335
62
$3.21M 0.39%
19,131
-29,153
63
$3.15M 0.38%
51,700
-160
64
$3.13M 0.38%
9,551
+58
65
$3.1M 0.38%
24,390
-2,530
66
$3.08M 0.38%
20,596
-1,298
67
$3.03M 0.37%
57,209
+17,604
68
$2.91M 0.36%
8,585
-725
69
$2.82M 0.34%
27,408
+2,673
70
$2.73M 0.33%
51,771
-1,193
71
$2.46M 0.3%
40,484
+5,946
72
$2.46M 0.3%
41,053
-18,179
73
$2.39M 0.29%
40,558
+2,376
74
$2.38M 0.29%
5,551
+26
75
$2.32M 0.28%
36,304
+3,469
1 2
3
4 5